earnings
confidence high
sentiment positive
materiality 0.75
Kratos Q2 revenues up 17% to $351.5M; raises FY25 revenue and Adjusted EBITDA guidance
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
2025-Q2 EPS reported
$0.05
revenue$654,100,000
- Q2 GAAP net income $2.9M ($0.02 EPS) vs $7.9M ($0.05) YoY; adjusted EPS $0.11 vs $0.14.
- Revenue $351.5M, +17% total, +15.2% organic; KGS organic +27.1% led by Defense Rocket +116.6% and C5ISR +25.4%.
- Raised FY25 revenue guidance to $1.29B-$1.31B and adjusted EBITDA to $114M-$120M; issued Q3 guidance.
- Consolidated backlog $1.414B; LTM book-to-bill 1.2; bid pipeline $13.0B; operating cash flow -$10.6M in Q2.
- CEO cites $750M Poseidon award (prime), Deimos down select; expects margin expansion from 2026.